See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,478 | $48,795-47.8% | $65,493-61.1% | $84,808-70.0% |
| Participation rate | 92.8% | 67.0%+25.8pp | 73.1%+19.7pp | 68.3%+24.5pp |
| Annual return | 13.51% | 20.20%-6.7pp | 982.45%-968.9pp | 40.90%-27.4pp |
| Employer contribution / active EE | $747 | $1,930-61.3% | $2,574-71.0% | $2,631-71.6% |
| Participant deferral / active EE | $1,608 | $2,928-45.1% | $3,961-59.4% | $4,212-61.8% |
| Admin fee / account holder | $1,918 | $3,877-50.5% | $5,028-61.9% | $7,344-73.9% |